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  • Future Quality Insights: pandemic memories and ongoing impact on companies

    SHARE THIS We believe that investors should strive for a diversified global portfolio of quality companies that can thrive in an environment where the cost of capital may be higher than previously expected. Our collective experience of the pandemic...

    https://www.nikkoam.co.nz/articles/2024/future-quality-insights-2412

  • New Zealand Equity Monthly (January 2025)

    SHARE THIS The New Zealand equity market paused for breath and dipped in January after posting significant gains towards the end of 2024. Some of the market’s decline reflected a dent in enthusiasm for consumer-facing and cyclical stocks. Global market...

    https://www.nikkoam.co.nz/articles/2025/nz-equity-monthly-january-2025

  • Trust. Will the Old World Survive the New Regimes?

    SHARE THIS The focus in the media and amongst most analysts has centred around tariffs and a possible fiscal tightening in the USA – although we would argue that on a cash basis the latter is already happening quite aggressively. In some cases, it...

    https://www.nikkoam.co.nz/articles/2025/trust-will-the-old-world-survive-the-new-regimes

  • Code of Ethics

    SHARE THIS I. Purpose and Scope A. Purpose Nikko Asset Management is committed to upholding the highest standards of business ethics and conduct. We are proud of this commitment and consider it fundamental to earning and maintaining the trust of our...

    https://www.nikkoam.co.nz/code-of-ethics

  • China Equity - Global Leadership

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    https://www.nikkoam.co.nz/sp/china-equity/why-now-global-leadership

  • Disruptive Innovation: Investing outside the box

    SHARE THIS Part 1: Why invest in disruptive innovation?

    https://www.nikkoam.co.nz/articles/2018/08/disruptive-innovation-investing-outside-the-box-part-one

  • Australian equity monthly - October 2020

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.9% during the month. Australian equities were supported by the release of the Federal Budget early in the month which saw increased spending and tax cuts to aid the economy as it recovers.

    https://www.nikkoam.co.nz/articles/2020/australian-equities-monthly-october-2020

  • US presidential election – Nikko AM’s views

    SHARE THIS In order to gain a range of perspectives on the US presidential election, Nikko Asset Management has gathered the views of the following experts and investment teams, representing many of our major asset classes and geographical regions.

    https://www.nikkoam.co.nz/articles/2020/us-presidential-election

  • Australian Fixed Income Monthly – September 2020

    SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned 1.08% over the month.

    https://www.nikkoam.co.nz/articles/2020/australian-fixed-income-monthly-september-2020

  • Australian equity monthly - September 2020

    SHARE THIS The S&P/ASX 200 Accumulation Index returned -3.7% during the month. Australian equities lagged most developed markets during the month, as most markets took a breather in September.

    https://www.nikkoam.co.nz/articles/2020/australian-equities-monthly-september-2020

  • Internet healthcare - a reset of healthcare delivery in Asia

    SHARE THIS The Covid-19 pandemic has accelerated the adoption of internet-based healthcare services. Growing in importance, penetration and acceptance, telemedicine will revolutionise and augment Asia’s healthcare systems.

    https://www.nikkoam.co.nz/articles/2020/internet-healthcare

  • Global Investment Committee Outlook: A new regime ahead

    SHARE THIS Clearly, it remains difficult to predict events in this volatile environment, but in the interest of our clients, we do our best and fortunately this time, we had virtually unanimous agreement on a similar scenario as in June, both...

    https://www.nikkoam.co.nz/articles/2020/global-investment-committee-outlook

  • Multi-asset monthly - December 2020

    SHARE THIS While economic data is likely to remain soft, driven by the more recent lockdowns in the US and Europe, markets are rightly looking through the near-term gloom as impending vaccines for COVID-19 are showing the proverbial light at the end of...

    https://www.nikkoam.co.nz/articles/2020/multi-asset-december-2020

  • Could Inflation Haunt the World in 2021?

    SHARE THIS Since 1995, the price of an ‘average’ restaurant meal in the USA has increased by 102%. Since 2009, the price of a meal has increased by 25%. Hotel prices have increased by 50% since 1995, and by 30% since the GFC (if we exclude the Covid-19...

    https://www.nikkoam.co.nz/articles/2020/could-inflation-haunt-the-world

  • Jumping the paradox

    SHARE THIS 2020 was a year of fear, anxiety, uncertainty and global economic defibrillation. And yet for investors and owners of assets – from art, to gold to property – it was also one of growth, prosperity and increasing confidence. This asset price...

    https://www.nikkoam.co.nz/articles/2020/jumping-the-paradox

  • 2021 New Zealand Fixed Income Outlook

    SHARE THIS We can head into 2021 with New Zealand the envy of many. But it remains to be seen how long this euphoria will last. Agriculture and horticulture are both promising, and the technology sector has been touted as the next big thing, but...

    https://www.nikkoam.co.nz/articles/2021/new-zealand-fixed-income-outlook-2021

  • Ample upside room for slow recovering J-REITs

    SHARE THIS In 2020 the COVID-19 pandemic negatively affected a wide variety of Japanese assets, including the real estate investment trust (J-REIT) market. J-REITs have bounced back since, but their recovery has been sluggish compared to the Japanese...

    https://www.nikkoam.co.nz/articles/2021/ample-upside-room

  • Multi-asset monthly - March 2021

    SHARE THIS The strong start to the year for global equity markets hit its first bump in the road in February. While most countries are still delivering a positive return for the year, markets have retreated from their highs to varying degrees.

    https://www.nikkoam.co.nz/articles/2021/multi-asset-march-2021

  • Sustainability - Insights and News

    SHARE THIS SUSTAINABILITY Insights & News insights 18 December 2024 Yanagi Model in practice: analysis of TOPIX firms links ESG factors to shareholder value Our comprehensive analysis of the Yanagi Model, which provides an example of how sustainability...

    https://www.nikkoam.co.nz/sustainability/insights-news

  • Sustainability - Australian Equity

    SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Australian Equity Our Philosophy The Nikko AM Australian Equities team has a long history of investing based on fundamental research. All stocks have an intrinsic value that can be accurately assessed...

    https://www.nikkoam.co.nz/sustainability/sustainability-australian-equity

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